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22/11/2019 07:09a.m.
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NZ/AU Markets   
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Cash Management Trust Account

Individual Accounts

Setting up your account is quick and easy with the Join Direct Broking app.

The app guides you through simple steps to verify your identity, accept the terms and conditions, and set up your account.

It takes less than 15 minutes to complete the application process. We will process your application within 48 hours, and contact you by email when your account is ready for trading.

To get started, you’ll need:

  • Identification - Your New Zealand or Australian passport OR your New Zealand Driver’s Licence
  • Tax details - To open an account with Direct Broking, you must provide your New Zealand IRD number, as well as any offshore tax details you have had for the last 12 months (such as a Taxpayer Identification Number (TIN) or Individual Taxpayer Identification Number (ITIN))

    If you’re a US tax resident you may need to provide additional tax details. Click here for more information.
  • A recent bank statement


Need Help Signing Up? Click here to learn more about opening your account with the Join Direct Broking app

Please note: The Join Direct Broking app is not used for trading but is only used for account openings. Once your account is opened please log in to your account on our website to place your first trade. See here for further instructions on how to fund your CMT and instructions here to guide you through completing your first trade with us.


Company, Trust, Partnerships and Joint Accounts

Please complete one of the following application packs (and tax residency form if applicable):

Company Trust Partnership Joint

Individual/Joint - Tax Residency and Foreign Tax Information Form

Company/Trust/Partnership - Tax Residency and Foreign Tax Information Form

The supplement forms mentioned in the application and tax forms above may be found in the Supplement Forms section of this page.



ANZ Bank Customers

We have a strategic alliance with ANZ which means existing ANZ Bank customers can quickly open a Direct Broking account using their ANZ customer number.

Simply start the pre-application form here, so that we can send you the appropriate documentation for your situation.

Sign up via ANZ for an individual or joint account  arrow_forward

Sign up via ANZ for a company, trust, partnership account  arrow_forward


Other Forms

Please select one of the following

Trading in Australia

Trading on the unlisted market

The Foreign Account Tax Compliance Act (FATCA)

Account Maintenance

Estate Sale

Registry Forms

Supplement Forms